Cloudflare (NET) Stock: Price, Trend, Options & Financials
Cloudflare's price regime, relative strength, unusual-options and unusual-volume history, curated-manager ownership and filed fundamentals — joined into one dated stock intelligence page.
What the evidence says now
NET closed at $293.05 on Aug 21, 2026. The price is +9.3% from its 50-day average and +33.7% from its 200-day average, which places it in the rules-based “established uptrend” regime. The relative-strength check: over three months the stock returned +37.8%, beating SPY by 34.7%. It remains 11.8% below its 52-week high.
Sources, methodology & freshnessLast updated 2026-08-21 · Open ↓Close ↑
The close is +9.3% from its 50-day average and +33.7% from its 200-day average. Over three months, NET returned +37.8% versus +3.1% for SPY.
- vs 50-day
- +9.3%
- vs 200-day
- +33.7%
- From 52W high
- -11.8%
Descriptive, not predictive. “Uptrend” is a rules-based reading of the close and moving averages; it is not a rating, price target or recommendation.
Price & regime
One year of daily price and volume
252 split-adjusted sessions · candles above, share volume below
Unusual options — attention, not intent
NET appeared in a UOA top-30 list on 1 of 62 archived scanner sessions: 1 call-side, 0 put-side and 0 on both lists. The latest session did not place it in either top 30. Its larger composite score was -0.18, below the 1.5 “strong” threshold. That is options attention, not proof of bullish trade initiation.
| Recent flag | Call rank | Put rank |
|---|---|---|
| 2026-06-09 | #19 | — |
Latest chain snapshot
2026-08-21Strong-signature cutoff: 1.5. Current OTM volume/OI: 0.118 calls, 0.097 puts.
Researched catalyst context
2026-08-10Aug 10: Cloudflare announced a proposed $2.175B private offering of convertible senior notes due Aug 15, 2031 (up to $325M more at the purchasers' option) and, separately, FedRAMP High authorization for its government platform — landing on top of momentum from Aug 6 Q2 results (revenue $696.1M, +36% YoY, FY guidance raised to $2.864–2.870B).
Cloudflare runs a global edge network for content delivery, security and serverless compute, increasingly positioned around AI traffic (management said over half of Q2 network traffic was non-human). The stock closed at a record high on Aug 10, so the move extends the post-earnings breakout rather than reversing anything — notable since convertible-offering announcements often pressure shares. Watch the notes' pricing terms and capped-call details for dilution math, and whether the record multiple holds through Q3.
Source: Cloudflare via Business Wire, Aug 10 ↗Curated-manager ownership
1 of the 20 managers in the project's curated 13F set reported a long Cloudflare position in their latest filing, worth $116M in aggregate at each filing's reported value. This is a focused manager panel, not the complete institutional holder list.
| Fund / manager | Position value | Portfolio | Shares | Quarter change | Report date |
|---|---|---|---|---|---|
Baron Capital Group Ron Baron · NET | $116M | 0.17% | 471,598 | +3.1% increased | 2026-06-30 |
Filed fundamentals — latest snapshot
Go deeper into the filings
The dedicated Financials dashboard carries the complete quarterly and annual income statement, balance sheet and cash-flow history, with derived figures flagged and every XBRL concept disclosed.
Open NET Financials →How NET trades — the working manual
Cloudflare operates a global network that delivers security, performance and developer services close to users. For the stock, traffic scale and product breadth must produce larger customer relationships, durable retention and improving cash economics while the company continues investing in network capacity and new compute products.
What can move the tape
- 01Growth in large customers and expansion across application, network and developer services.
- 02Dollar-based retention, sales productivity and enterprise contract duration.
- 03Adoption of Workers and AI-related inference workloads on the developer platform.
- 04Gross margin, network capital intensity, operating leverage and free-cash-flow conversion.
What can fool the read
- 01Hyperscalers and security vendors can bundle competing products into larger customer relationships.
- 02Network outages or security failures can damage trust across multiple products at once.
- 03Capacity investment can run ahead of monetization when new workloads scale more slowly than expected.
- 04A premium valuation increases sensitivity to retention, bookings and margin guidance.
Cloudflare triggered 6 issuer-level flags in the committed 2026-04-01–2026-08-21 archive. The latest was NET on 2026-08-10: 2.2× its 30-day average volume while the stock moved +5.1% that session.
Not published yet. The local archive has 1 reported NET events—too few for a defensible gap-and-drift study. This missing block is an explicit indexing blocker.
Source map & freshness
| Block | What it uses | Vintage | Raw data |
|---|---|---|---|
| Identity | SEC issuer + primary security mapping | 2026-08-23 | JSON ↓ |
| Price & trend | Split-adjusted daily OHLCV + SPY comparison | 2026-08-21 | CSV ↓ |
| Options | End-of-day chain anomaly ranks | 2026-08-21 | Premium → |
| Ownership | Latest filings from 20 curated 13F managers | 2026-08-21 | Tool → |
| Financials | SEC EDGAR XBRL company facts | 2026-08-16 | JSON ↓ |
| Joined profile | The exact contract rendered by this page | 2026-08-23 | JSON ↓ |
NET stock questions
Is NET stock in an uptrend?+
NET is classified in the “established uptrend” regime as of 2026-08-21: the close is +9.3% from its 50-day average and +33.7% from its 200-day average. This describes the current tape. It is not a forecast.
What does unusual options activity in NET mean?+
Cloudflare's OTM option chain produced an outlier relative to the scanner universe on at least one archived session. Call-side and put-side labels identify which book produced the signature; end-of-day chain data does not identify buyers, sellers, institutions or spread legs.
Are the NET 13F holdings current?+
No. 13F filings are delayed quarter-end snapshots and cover only the curated managers in this project. They are useful for documented ownership changes, not real-time positioning or complete institutional ownership.
Where are NET's income statement and cash flow?+
The dedicated NET Financials page contains the full quarterly and annual income statement, balance sheet and cash-flow history parsed from SEC EDGAR XBRL. This stock page carries only the latest filed snapshot.
Why is there no NET earnings-move base rate yet?+
The committed earnings archive does not yet contain enough reported events for a defensible company-level reaction study. The page leaves that block unpublished instead of presenting a tiny sample as a reliable base rate.